The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock

Insight Partners co-founder Jerry Murdock analyzes the structural vulnerabilities in the current AI boom, warning that debt-fueled hyperscaler expansion and fragile credit markets could trigger an AI bubble burst between late 2026 and early 2027. He details why specialized open-source models paired with ASIC chips will challenge frontier providers, explains the critical security role of sandboxes in agentic computing, and argues that continuous learning architectures will render today's static models obsolete.